93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23
Redefining Energy
00:00
How to Structure a Supply Chain Around Inverters?
Inverter is becoming a big disruption bottleneck due to the fact it's triggered by chip shortage. Another challenge they have, transformer, because for inverter station, you need a transformer and there's two years backlog of transformer manufacturing. You just introduced storage and I think that's very interesting because the technology is much less mature. The business model are still in the making. So how do you structure a supply chain around batteries? How different it is or what can you take from your experience in wind and solar? As a buying organization, we need to understand what is our strategy, what we want to achieve.
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